Plan Snapshot
- Plan Sponsor: Buchanan Hauling & Rigging, INC.
- Sponsor EIN: 352067792
- Sponsor Address: 4625 INDUSTRIAL ROAD, FORT WAYNE, IN, 46825
- Plan Type: 401(k)
- Total Participants: 338
- Total Assets: $14.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 338 | $14.3M | $825,204 | $1.5M |
| 2023 | 345 | $11.0M | $785,484 | $1.5M |
| 2022 | 348 | $7.8M | $800,925 | $1.5M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BADEN GAGE & SCHROEDER, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BADEN GAGE & SCHROEDER, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $53,179 | $45,714 | — | — | — |
| 2023 | $41,639 | $34,368 | — | — | — |
| 2022 | $31,709 | — | — | — | — |